Getting Started Guide

How do I add or change my logo and color scheme?
Settings cog > company profile > logo and color. Your account can only have one logo on all CRM content (Quotes, Invoices, Purchases, Automated ...
Mon, 30 Jan, 2023 at 2:30 PM
How do I update my payment details in Formitize?
To update your payment information, they can be found in Web Portal > Settings Cog > Company Profile > Payment Details. Note: this up...
Mon, 25 Sep, 2023 at 9:40 AM